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Building 2MARBLE HARBOR INVESTMENT COUNSEL, LLC

Map pinBOSTON, MA
Phone617-956-6710
NotebookSEC #801-65234
Total AUM
$1.3B
Employees
10
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 FEDERAL STREET
SUITE 2920
BOSTON
MA 02110
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-956-6710

ReceiptFinancials

Total AUM
$1.3B
Accounts
543
Discretionary
$1.3B
Accounts
543
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$26.1M
HNW Individual Clients
143
AUM
$1.3B
Pooled Vehicle Clients
2
AUM
$3.4M
Charitable Organization Clients
10
AUM
$12.3M
Corporation or Business Clients
4
AUM
$22.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMDMENHNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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